Automation Questions

What’s possible with Credit Split Automation and automatic lead segmentation?
(See the above question on “How do we improve lead quality”? to learn about what this is). Basically we typically segment by credit score only, but ther...
Tue, 25 May, 2021 at 5:24 PM
Can we add more people and use round-robin automatic lead distribution?
Yes we can do this for any number of people, but there are a few caveats. This can only be done for EVEN distribution of leads.  We can’t set this up so...
Tue, 25 May, 2021 at 5:26 PM